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SugarCRM v7 requires a lot of learning for everyone, even the 6.5.x experts. And for some of us, not so familiar with javascript, jQuery, Backbone, Underscore the learning curve is even steeper. I thought it would be nice for people to share the best resources they find around the web to help everyone through this transition. Here are some I found useful so far: General JS programming tutorials: Learn jQuery in 30 Days (Tutsplus) https://www.youtube.com/playlist?list=PL0D4FAC008E964390 Bac …

We have a number of fields set up for "Auditing" and we can obviously see the old and new value changes by user and date. We would like to be able to pull a complete list for the changes made by a particular user instead of doing a search of "Modified By" and looking at each record. I have worked with the reports module and I can't figure out how to pull the old and new values and dates in a given module. We are in the "On Demand" environment and would like to avoid any custom coding. Is the …

As we know Sugar 7.x has the option to tag Users while creating a new post in Activity Stream window out of the box.But unfortunately there is no in built functionality to notify the user once he/she get tagged. Don’t worry! In this article we are going to see how can we send an email alert or create a notification in Sugar notification list for a user when he or she get tagged in Activity Stream by another Sugar user. In the above image user Venkat has been tagged by Administrator under …

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Hi all, If I have a text field, I can't filter with "is empty". I just have the options "starts with" and "equals". The most time, that I have complete data is on empty fields. At the moment, I have to create a report, export the report to CSV, do the mass change in the CVS file and import the CSV file and update the content. It would be easier, i I could filter this empty field, mark all and do a mass change. It would help me a lot. thanks

Hi all, a lot of our customers asked me if it's not possible to add a business card scanner functionalitiy into the app to add new Accounts and Contact very easy into the CRM System. this could be done like this: When you click on "New Account" in the app, you get a button "scan Business Card". This Scan will create automatically a new Account and Contact If you click on "new contact" in the "related" part of an account, you will just create a new contact with the scan. If you s …

Currently if a user has access to the SugarCRM application they may also have access to a number of other ways to enter, edit, or delete data other than the SugarCRM application. For example APIs and Excel Plugin. Working in a tech-savvy company like the one I work for, opens up all sorts of opportunities for accidental operations by the most well-meaning of users through APIs and other plugins. That kind of external access should be controlled. For example, I may have a user with full rea …

Add total records under a specific filter when using list view type of dashlet. This allows users to monitor by date or whatever filter they have on the dashlet view just by looking at the total number. dashlet dashlet filters dashboard

Hello, There has been the need for many customers to add an auto-increment field in different modules within SugarCRM. I was able to add a custom module that include the Prefix, Serial, Padding (zeros in between). Each record belongs to a type of record/module. Hope this helps as an idea. Regards, Angel M.